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ASEAN Speaks

SEA Ltd - Southeast Asia’s Digital Champion

13 Sep 2021

Description

Could ECB’s recent recall of its pandemic monetary support pressure the US Fed to signal tapering by Sep? MKE’s portfolio strategist presents his case for improving sell-side sentiment for ASEAN equity markets and his convictions why downside will be limited even in the event of taper tantrums. MKE has just initiated coverage on Singapore-based SEA Ltd with a buy call.

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